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Touchstone Strategic Income Opportunities
SIO • ARCA
Touchstone Strategic Income Opportunities is an exchange-traded fund on ARCA. As of Q3 2025, 12 institutional investors hold shares in this ETF, with total holdings valued at $204.0M. FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ is the largest holder with a position valued at $149.3M.
Overview
Overview of institutional ownership in SIO as of Q3 2025
All Institutions
- Institutions
- 12
- Value Held
- $204.0M
- Shares Held
- 7.7M
- Avg Position
- $17.0M
- Median Position
- $1.6M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.5M
- Shares Held
- 57.6K
- Avg Position
- $1.5M
- Median Position
- $1.5M
Biggest Investors
Institutions with the largest positions in SIO as of Q3 2025
| Institution | Position Value |
|---|---|
 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager | $149.3M 0.81% of portfolio |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $36.6M 0.08% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $7.2M 0.02% of portfolio |
 FFG RETIREMENT ADVISORS LLC RIA/Wealth | $2.7M 1.77% of portfolio |
 Acorn Wealth Advisors, LLC RIA/Wealth | $2.5M 0.78% of portfolio |
 VICTORY FINANCIAL GROUP, LLC RIA/Wealth | $1.8M 0.24% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.5M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.5M 0.00% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $571.1K 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $351.9K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SIO in Q3 2025
- Traded
- +$42.8M
- Buyers
- 10
- Sellers
- 2
- Total Bought
- +$44.9M
- Total Sold
- −$2.1M
- Avg Position
- $15.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$36.6M +1.4M shares |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager | +$5.5M +208.6K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.0M +39.8K shares |
Acorn Wealth Advisors, LLC RIA/Wealth | +$739.8K +28.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$447.1K +17.0K shares |
Janney Montgomery Scott LLC RIA/Wealth | +$264.5K +10.0K shares |
VICTORY FINANCIAL GROUP, LLC RIA/Wealth | +$192.3K +7.3K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$84.6K +3.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$13.1K +498.0 shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$2.7K +103.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Oregon Pacific Wealth Management, LLC RIA/Wealth | −$1.9M −71.9K shares |
FFG RETIREMENT ADVISORS LLC RIA/Wealth | −$239.3K −9.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SIO in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 1
- Exited Value
- $1.9M
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
Oregon Pacific Wealth Management, LLC RIA/Wealth | $1.9M 71.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in SIO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SIO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
FFG RETIREMENT ADVISORS LLC RIA/Wealth | 1.77% $2.7M |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager | 0.81% $149.3M |
Acorn Wealth Advisors, LLC RIA/Wealth | 0.78% $2.5M |
VICTORY FINANCIAL GROUP, LLC RIA/Wealth | 0.24% $1.8M |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | 0.08% $36.6M |
Janney Montgomery Scott LLC RIA/Wealth | 0.02% $7.2M |
MML INVESTORS SERVICES, LLC RIA/Wealth | 0.00% $571.1K |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% $1.5M |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | 0.00% $1.5M |
 DHJJ Financial Advisors, Ltd. RIA/Wealth | 0.00% $527.0 |
Hedge Fund Spotlight
Discover hedge funds investing in SIO
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
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Position in Touchstone Strategic Income Opportunities
- Market Value
- $1.5M
- Shares Held
- 57.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
